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Salesforce CRM - The Definitive Admin Handbook

You're reading from Salesforce CRM - The Definitive Admin Handbook Build, configure, and customize Salesforce CRM and mobile solutions

Product type Paperback

Published in Apr 2019

Publisher Packt

ISBN-13 9781789619782

Length 782 pages

Edition 5th Edition

Languages

Apex

Tools

Salesforce

Concepts

CRM

Authors (2):

Paul Goodey

Paul Goodey GP

View More author details

Table of Contents (19) Chapters

Preface

1. Section 1: Getting Started with Salesforce CRM FREE CHAPTER

2. Setting Up Salesforce CRM and the Company Profile

3. Managing Users and Controlling System Access

4. Configuring Objects and Apps

5. Section 2: Managing Data in Salesforce

6. Securing Access to Data and Data Validation

7. Managing Data in Salesforce CRM

8. Generating Data Analytics with Reports and Dashboards

9. Section 3: Business Processes, Cloud Development, and Lightning Experience

10. Implementing Business Processes in Salesforce CRM

11. Core Business Functionality in Salesforce CRM

12. Extending and Enhancing Salesforce CRM

13. Administrating the Mobile Features of Salesforce CRM

14. Lightning Experience

15. Einstein Analytics

16. Section 4: Salesforce CRM Certification

17. Studying for the Certified Administrator Exam

18. Other Books You May Enjoy

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Questions to test your knowledge

You are now presented with some questions about the key features of Salesforce CRM administration in the area of business process automation. The answers can be found at the end of the chapter.

Questions

We present nine questions about workflow automation using workflow, flow, and Process Builder, along with approval processes to verify your understanding of workflow-automation and approval processes.

Question 1 – Workflow automation

Sales representatives in your organization have requested they be notified any time another user...

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Authors (2)

Goodey

Goodey

Paul Goodey is the author of the book entitled Salesforce CRM Admin Cookbook, by Packt Publishing. He has over 25 years' experience developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006. He has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users. Based in the UK, near London, his professional qualifications include Salesforce Certified Administrator (ADM-201), and he is a keen and active member of Salesforce's administrator and developer online communities.

See other products by Goodey

Paul Goodey GP

Paul Goodey GP

Paul Goodey is the author of the book entitled Salesforce CRM Admin Cookbook, by Packt Publishing. He has over 25 years' experience developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006. He has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users. Based in the UK, near London, his professional qualifications include Salesforce Certified Administrator (ADM-201), and he is a keen and active member of Salesforce's administrator and developer online communities.

See other products by Paul Goodey GP

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